Boston Partners Evercore Inc. Transaction History

Boston Partners

$77.5 Billion
Q1 2025

A detailed history of Boston Partners transactions in Evercore Inc. stock. As of the latest transaction made, Boston Partners holds 1,539,027 shares of EVR stock, worth $460 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

1,539,027

Previous 1,465,132 5.04%

Holding current value

$460 Million

Previous $406 Million 24.31%

% of portfolio

0.4%

Previous 0.52%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$190.28 - $291.27 $14.1 Million - $21.5 Million	73,895 Added 5.04%	1,539,027 $307 Million
Q4 2024 Feb 10, 2025	SELL	$247.66 - $315.67 $4.71 Million - $6.01 Million	-19,035 Reduced 1.28%	1,465,132 $406 Million
Q3 2024 Nov 12, 2024	SELL	$211.0 - $258.67 $40.3 Million - $49.4 Million	-190,895 Reduced 11.4%	1,484,167 $376 Million
Q2 2024 Aug 13, 2024	SELL	$181.5 - $208.43 $6.25 Million - $7.18 Million	-34,454 Reduced 2.02%	1,675,062 $349 Million
Q1 2024 May 13, 2024	BUY	$163.68 - $196.33 $8.35 Million - $10 Million	51,028 Added 3.08%	1,709,516 $329 Million
Q4 2023 Feb 07, 2024	BUY	$126.39 - $173.41 $20.9 Million - $28.7 Million	165,375 Added 11.08%	1,658,488 $284 Million
Q3 2023 Nov 07, 2023	BUY	$118.06 - $145.97 $590,536 - $730,141	5,002 Added 0.34%	1,493,113 $206 Million
Q2 2023 Aug 10, 2023	BUY	$105.74 - $124.93 $115 Million - $136 Million	1,091,246 Added 274.97%	1,488,111 $184 Million
Q1 2023 May 09, 2023	BUY	$110.54 - $136.17 $1.93 Million - $2.38 Million	17,462 Added 4.6%	396,865 $45.8 Million
Q4 2022 Feb 07, 2023	SELL	$84.72 - $116.35 $400,302 - $549,753	-4,725 Reduced 1.23%	379,403 $41.4 Million
Q3 2022 Nov 09, 2022	SELL	$80.28 - $105.25 $562,602 - $737,592	-7,008 Reduced 1.79%	384,128 $33.5 Million
Q2 2022 Aug 10, 2022	SELL	$93.36 - $115.14 $13.8 Million - $17 Million	-147,941 Reduced 27.44%	391,136 $37 Million
Q1 2022 May 10, 2022	SELL	$108.18 - $139.71 $2.32 Million - $2.99 Million	-21,412 Reduced 3.82%	539,077 $59.5 Million
Q4 2021 Feb 04, 2022	SELL	$128.95 - $163.18 $650,036 - $822,590	-5,041 Reduced 0.89%	560,489 $76.3 Million
Q3 2021 Nov 05, 2021	BUY	$125.41 - $143.61 $4.24 Million - $4.86 Million	33,846 Added 6.37%	565,530 $76.4 Million
Q2 2021 Aug 12, 2021	SELL	$128.03 - $149.4 $430,308 - $502,133	-3,361 Reduced 0.63%	531,684 $74.8 Million
Q1 2021 May 10, 2021	SELL	$106.57 - $142.41 $1.05 Million - $1.4 Million	-9,858 Reduced 1.81%	535,045 $71 Million
Q4 2020 Feb 04, 2021	SELL	$66.15 - $111.57 $2.76 Million - $4.66 Million	-41,730 Reduced 7.11%	544,903 $59.7 Million
Q3 2020 Nov 13, 2020	SELL	$53.7 - $66.35 $1.06 Million - $1.31 Million	-19,707 Reduced 3.25%	586,633 $38.4 Million
Q2 2020 Aug 12, 2020	SELL	$45.62 - $67.36 $383,801 - $566,699	-8,413 Reduced 1.37%	606,340 $35.7 Million
Q1 2020 May 13, 2020	BUY	$35.75 - $82.26 $7.96 Million - $18.3 Million	222,707 Added 56.81%	614,753 $28.3 Million
Q4 2019 Feb 05, 2020	BUY	$73.33 - $80.11 $9.36 Million - $10.2 Million	127,684 Added 48.3%	392,046 $29.3 Million
Q3 2019 Nov 20, 2019	SELL	$75.92 - $90.91 $406,096 - $486,277	-5,349 Reduced 1.98%	264,362 $21.1 Million
Q3 2019 Nov 08, 2019	BUY	$75.92 - $90.91 $5,542 - $6,636	73 Added 0.03%	269,711 $23.6 Million
Q2 2019 Aug 09, 2019	SELL	$77.23 - $98.02 $2.16 Million - $2.74 Million	-27,951 Reduced 9.39%	269,638 $23.9 Million
Q1 2019 May 03, 2019	BUY	$73.67 - $93.68 $21.9 Million - $27.9 Million	297,589 New	297,589 $27.1 Million

Others Institutions Holding EVR

# of Institutions

616

Shares Held

34M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.7B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

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